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Atria Investments’s iShares Broad USD High Yield Corporate Bond ETF USHY Stock Holding History

Atria Investments’s Portfolio USHY Stock Details USHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3M Buy
+35,181
New +$1.3M 0.01% 976
2026
Q1 		– Sell
-35,577
Closed -$1.33M – 2157
2025
Q4 		$1.33M Sell
35,577
-848
-2% -$31.8K 0.02% 918
2025
Q3 		$1.38M Sell
36,425
-2,342
-6% -$87.8K 0.02% 895
2025
Q2 		$1.45M Buy
38,767
+31,357
+423% +$1.15M 0.02% 866
2025
Q1 		$273K Sell
7,410
-31,749
-81% -$1.18M ﹤0.01% 1670
2024
Q4 		$1.44M Sell
39,159
-8,004
-17% -$298K 0.02% 821
2024
Q3 		$1.78M Buy
47,163
+21,324
+83% +$788K 0.02% 709
2024
Q2 		$937K Buy
+25,839
New +$934K 0.01% 971
2023
Q3 		– Sell
-31,888
Closed -$1.13M – 891
2023
Q2 		$1.13M Buy
+31,888
New +$1.12M 0.02% 780
2022
Q1 		– Sell
-39,157
Closed -$1.61M – 926
2021
Q4 		$1.61M Sell
39,157
-1,281
-3% -$52.7K 0.03% 653
2021
Q3 		$1.68M Sell
40,438
-5,420
-12% -$225K 0.03% 598
2021
Q2 		$1.91M Sell
45,858
-6,839
-13% -$282K 0.04% 520
2021
Q1 		$2.17M Sell
52,697
-7,172
-12% -$295K 0.05% 428
2020
Q4 		$2.47M Sell
59,869
-2,346
-4% -$94.6K 0.06% 354
2020
Q3 		$2.46M Buy
+62,215
New +$2.46M 0.07% 288
2020
Q2 		– Sell
-86,684
Closed -$3.08M – 757
2020
Q1 		$3.08M Buy
86,684
+79,790
+1,157% +$3.15M 0.24% 91
2019
Q4 		$283K Buy
+6,894
New +$281K 0.01% 1001

Other funds holding USHY

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Investments's USHY Position: Q2 2026 in Review

Atria Investments opened a new position in iShares Broad USD High Yield Corporate Bond ETF (USHY) in Q2 2026: 35,181 shares worth $1.3M. The stake represents 0.01% of the portfolio and ranks #976 among its holdings. This is a return to the name: Atria Investments previously reported a position in USHY as recently as Q4 2025.

Atria Investments first reported a position in USHY in Q4 2019 and has held it in 17 quarters since. The position peaked at $3.08M in Q1 2020. 668 funds tracked by Wall St. Rank hold USHY as of Q2 2026.

  • Atria Investments held 35,181 shares of iShares Broad USD High Yield Corporate Bond ETF worth $1.3M as of Q2 2026.
  • iShares Broad USD High Yield Corporate Bond ETF was a new Atria Investments position in Q2 2026.
  • iShares Broad USD High Yield Corporate Bond ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #976 holding.
  • Atria Investments first reported a position in iShares Broad USD High Yield Corporate Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • Atria Investments's iShares Broad USD High Yield Corporate Bond ETF position peaked at $3.08M in Q1 2020.
  • 668 funds tracked by Wall St. Rank held iShares Broad USD High Yield Corporate Bond ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.